Wood Tarver Financial Group, LLC Spdr Portfolio Transaction History

Wood Tarver Financial Group, LLC

$299 Million
Q4 2024

A detailed history of Wood Tarver Financial Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wood Tarver Financial Group, LLC holds 586 shares of SPMD stock, worth $30,735. This represents 0.01% of its overall portfolio holdings.

Number of Shares

586

Holding current value

$30,735

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 06, 2025	BUY	$54.13 - $59.56 $31,720 - $34,902	586 New	586 $32,000

Others Institutions Holding SPMD

# of Institutions

720

Shares Held

204M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$4.04 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$941 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$676 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$314 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$302 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wood Tarver Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wood Tarver Financial Group, LLC with notifications on news.

Account

Wood Tarver Financial Group, LLC Spdr Portfolio Transaction History